1. Introduction
Teachers’ professional identity has received significant attention in the field of teacher development since the 1980s [
1]. Professional identity is generally viewed as a constellation of teachers’ opinions of how they regard themselves as teachers or their sense of self [
2]. It also encompasses “social and policy expectations of what a good teacher is and the educational ideals of the teacher” [
3] (p. 11).
Although teachers’ professional identity is influenced by a variety of factors [
4], teacher emotion has been shown to be a key factor in the process of teacher identity construction and development [
5,
6]. Specifically, emotions contribute to teachers’ understanding of their professional lives [
7], in that they are “the glue of identity” [
8] (p. 336), which connect teachers’ thoughts, judgments, and beliefs, as well as giving meaning to their experiences [
4]. Teachers’ emotions and professional identities are inextricably linked and affected by one another [
6,
9], and this close relationship tends to be particularly evident when faced with educational reforms [
10,
11]. Given that teachers’ voices, thoughts, and feelings are routinely neglected or marginalised during mandatory educational changes [
12], teachers’ emotions in relation to educational reforms should be studied to explore teachers’ professional identities [
4].
In terms of language teachers, existing research on their emotions and professional identity in response to educational reforms has mainly focused on English teachers [
4,
9,
10], with little attention having been paid to the shifting emotions of teachers of LOTEs (languages other than English). Language teachers’ emotional responses to educational changes may help to both shape and reshape their professional identities and prompt or hinder the implementation of relevant policies [
9]. Thus, a better understanding of LOTE teachers’ emotions can facilitate an understanding of changes in their professional identities during periods of educational reforms. Additionally, given the crucial role of language teachers in language education [
13,
14], their professional identities in and of themselves are worthy of exploration.
LOTE education in China has experienced rapid growth and become an important focus in recent years due to the promotion of the ‘Belt and Road’ initiative since 2013 [
15,
16], and this has led to significant demand for LOTE teachers. This initiative has brought a series of challenges for LOTE teachers’ professional development. For example, internally, LOTE teachers are trapped in anxiety and hesitation brought by the conflict between teaching and research; externally, they are burdened with heavy teaching loads for multiple courses with insufficient teaching resources, as well as diverse responsibilities for teaching, research, and administrative tasks, etc. [
17]. Further, these challenges brought by the ‘Belt and Road’ initiative are more complex and greater than those brought by previous educational reforms, which mainly focus on teaching. However, little is known about LOTE teachers’ emotional responses to this and their professional identities in relation to it, both of which exert a vital influence on teachers’ professional development as well as LOTE education in general. Therefore, this paper aims to examine the emotions and professional identities of a cohort of LOTE teachers in China in response to educational reforms prompted by the ‘Belt and Road’ initiative.
2. A Social-Psychological Framework
This study employs a social-psychological perspective to explore LOTE teachers’ emotions and professional identities in response to the ‘Belt and Road’ initiative. This approach emphasises “the interrelatedness of the individual and the social” [
18] (p. 65). It regards emotions as the product of a dynamic interplay between individuals and the environment and allows us to examine identities in a wider context of ongoing reform [
7,
19,
20,
21]. Specifically, this approach enables a detailed investigation into how LOTE teachers appraise and emotionally respond to situational demands, and in this case, the educational policies introduced under the ‘Belt and Road’ initiative.
The analysis of their emotions will further enrich an understanding of teachers’ professional identities [
7]. Generally, positive emotions are created by beneficial relationships between teachers’ professional identities and situational demands, while negative emotions are triggered by harmful relationships [
19]. This study adopts an analytical framework adapted from a study by van Veen and Sleegers [
7], which comprises four components: Professional identity, situational demands, appraisal process, and emotional responses (see
Figure 1). LOTE teachers’ professional identity and situational demands are elaborated on in more detail in the following sections.
2.1. Professional Identity
Teachers’ professional identity may undergo drastic changes, or even be redefined completely [
22]. For instance, previous research [
11,
21] has adopted the social-psychological approach to explore how teachers’ identity is influenced by educational reforms. Taking a social-psychological approach [
7], this study focuses on certain elements of teachers’ professional identity that are closely associated with their perception of education reforms: Self-image, job motivation, core responsibilities, and self-esteem. Self-image is a descriptive element that indicates how teachers see themselves at present and in the future. Job motivation is a conative element of professional identity, consisting of the motives or drives that cause teachers to select their jobs, stay in the profession, or leave it. Core responsibilities illustrate what teachers view as essential tasks, involving teachers’ answers to questions such as “What tasks should I do to prove myself?” and “Why do I refuse to assume that task?” Self-esteem refers to what values teachers attach to their work, such as teaching, research, and social services. Understanding these different elements allows for deeper insights into teachers’ professional identity, and how they affect and are affected by situational demands [
7].
2.2. Situational Demands: Educational Policies under the ‘Belt and Road’ Initiative
Van Veen and Sleegers [
7] note that teachers are surrounded by other stakeholders who have their own ideas about how teachers should work, and different policy initiatives may influence teachers’ sense-making. The situational demands on LOTE teachers also include the expectations and requirements of the government (at the macro-level) and their institutions (at the micro-level).
2.2.1. Expectations and Requirements of the Government
Influenced by the implementation of the ‘Belt and Road’ initiative, many universities in mainland China have established LOTE-related programs [
23]. China’s Ministry of Education has also enacted a series of educational policies related to LOTE teachers, including
Guidelines for improving Languages Other than English (LOTE) programs and
Schemes for promoting the construction of education on the ‘Belt and Road’.
The expectations and requirements of the government can be summarized and translated as follows:
2.2.2. Expectations and Requirements of the Institution
This study selects University A, a university with a good reputation for foreign language education in China, as the context for micro situational demands. At this level, six main points are proposed:
Mastering excellent language skills and receiving systematic language pedagogy training.
Having experience of study or work abroad.
Assuming responsibility for multiple courses and compiling textbooks that are oriented to the university’s characteristics.
Publishing papers in CSSCI (China Social Sciences Citation Index) or SSCI (Social Sciences Citation Index) journals and getting funding for projects at provincial or ministerial levels.
Actively engaging in social services (e.g., translation, research reports) to promote country and area studies.
Assuming responsibility for knowledge of foreign affairs, student management, and foreign language website construction.
Situational demands on teachers exert influences on the four aspects of their professional identities through stress and stimulation, and teachers’ perceptions of situational demands and professional identities impact their emotional experiences. Moreover, positive emotions tend to reinforce teachers’ professional identities, and passive emotions are likely to undermine their professional identities [
7]. Generally, the ongoing interaction between teachers’ professional identity and their situational demands results in complicated reforms for teachers and leads to a variety of emotions [
7]. Therefore, guided by the social-psychological approach, this study attempts to answer the following research question:
What are the emotional reactions and professional identities of LOTE teachers in China to educational reforms under the ‘Belt and Road’ initiative?
4. Findings
The qualitative data revealed that more than two-thirds of the participants (11 interviewees) supported the situational demands, with divergent levels of support ranging from active participation to aimless participation (see
Table 2). According to the characteristics of their emotional responses and professional identities, the LOTE teachers were categorized into four types: (1) The enthusiastic accommodators, (2) the lonely fighters, (3) the drifting followers, and (4) the passive executors. It should be noted that the study did not define these LOTE teachers in an exclusive way; indeed, some teachers may have belonged to two types concurrently. Within each type, we focused on four sub-themes: (1) LOTE teachers’ perspectives on situational demands, (2) their professional identities, (3) their emotional responses, and (4) their behavioural responses.
4.1. The Enthusiastic Accommodators
Six teachers with MA degrees, who had worked in teaching for an average of 3 years, perceived situational demands as challenges and opportunities for their professional development. They were enthusiastic about the various demands and changes brought by the ‘Belt and Road’ initiative, and tried to meet the situational demands (T3, T8), defining themselves as “people who pursue comprehensive development”; this self-image meant that they were concerned with their holistic development, rather than only one aspect of it. For instance, T9, T12, and T13 spared no efforts to collect relevant materials and acquire experience or skills from their colleagues to design textbooks. They responded positively to the government’s demands for the improvement of LOTE teachers’ teaching ability and the promotion of LOTE talent cultivation [
27,
28]. T1 also attempted to improve her own research capabilities:
Even though I have no definite research areas, I will consult some professors to establish my research areas and improve my research capabilities as soon as possible.
(T1)
The enthusiastic accommodators also attached importance to social services, such as translation and writing research reports. They worked to “serve the country, university, and students, as well as realize personal ambition” (T9, T12). Job motivations of these teachers seemed to involve moral considerations as well as value-laden choices; all six placed equal value on teaching, research, and social services, and regarded these tasks as their core responsibilities. These teachers also showed high-level self-esteem, tending to describe their profession using words such as “sacred”, “educational”, or “closely associated with national development”. Even the less interesting tasks, such as foreign language website construction and following foreign affairs, were seen as platforms to facilitate their personal development.
Additionally, they had a clear sense of their own future. One of their most important expectations was progress in research, echoing the fact that weak research capability and a lack of achievements are significant challenges for LOTE teacher development and LOTE education in China [
29]:
We have prepared to cooperate with English teachers so as to publish academic papers in SSCI journals as soon as possible. We also hope we can get projects at provincial or ministerial level within three years.
(T12, T13)
Overall, the four elements of the six teachers constituted their professional identity, namely, enthusiastic accommodators, who were filled with enthusiasm and aspiration and made active responses to situational demands. The professional identity and situational demands of enthusiastic accommodators were in a positive relationship, enabling positive emotional and behavioural responses [
19]. In turn, these positive emotions and behaviours promoted their professional development and helped them to meet situational demands.
4.2. The Lonely Fighters
Two lecturers (T3, T8), both with MA degrees and teaching experience of an average of 5 years, were struggling to reach the requirements of University A in spite of discontented and even lonely professional lives. These two lonely fighters shared both similarities and differences with the enthusiastic accommodators. Similar to the enthusiastic accommodators, they acknowledged the significance of the situational demands, and passionately worked to improve themselves. They were fighters who never gave up no matter what they faced. T3, who had obtained his teaching position with only a Bachelor’s degree, was aware that his research capabilities were likely to be insufficient. Although he had published several academic papers, he was prepared to perfect his research:
It is really difficult to publish papers in SSCI or CSSCI journals. I have adopted various strategies to solve this problem, but it does not work! I still cannot reach the research requirements for being an associate professor. However, I will never give up.
(T3)
Although T3 was determined to match the research-oriented requirement of University A, this fighter gradually developed feelings of loneliness due to the significant gap between his research engagement and his performance, as well as limited support from the university. Similarly, T8, the only teacher in her major, experienced significant pressure and loss during her struggle to submit research reports to the government on behalf of University A.
We often need to write relevant reports to serve the promotion of the ‘Belt and Road’ initiative and China’s participation in global governance. This is our moral duty, and also brings implications for our teaching and research. But with insufficient knowledge and experience, and nobody comes to help me, I often feel like I am ‘crossing a river by touching the stones’.
(T8)
Consequently, ongoing interaction between their individual efforts, poor results and performance, and insufficient support from the university created a self-image of lonely fighters for these two teachers. They also regarded talent cultivation and the promotion of national development as core responsibilities.
Unlike the enthusiastic accommodators, the two lonely fighters aimed to realize personal ambitions, in particular to prove their own value. As T8 pointed out: “the outcome of research engagement and social services engagement reveals her capabilities, which motivated her to move forward in case she fell behind”. Complex perceptions and feelings emerged in relation to their current work, such as feeling “breathless but significant” or “exhausted but valuable”. T3 and T8 showed a firm belief in professional development and were determined to devote themselves to it, even though the process might be accompanied by personal feelings of loss and loneliness.
Gradually, T3 and T8 were shaped as lonely fighters who experienced passion, loss, and loneliness together, and actively embraced situational demands, in terms of their self-image, job motivation, core responsibilities, and self-esteem. To some extent, the lonely fighters may have been born from enthusiastic accommodators. Although their professional identity was consistent with the situational demands, complex and mixed emotions had developed over time related to their personal abilities and institutional support. However, their dedication to the profession seemed to be unaffected.
4.3. The Drifting Followers
Five lecturers (two with PhDs, three with MA qualifications), who had been working within the profession for 8 years on average, were classed as drifting followers. These teachers perceived situational demands merely as “national policy” and “institutional policy” and made no further effort to understand them. They did not care about the contents or values of these educational policies; they only “did what the policies said” in an indifferent way (T10, T11). They saw themselves as a “spare part”, “translational tool”, or a “working machine”.
In my university, I feel like a machine functioning all the time. I need to prepare for teaching, scientific research, and social services every day, and it seems impossible to stop. I cannot decide anything independently!
(T4)
This situation was starker for female teachers. For example, T10 had to take care of her young son after work, even though she was always exhausted when she arrived home. Only after her son went to sleep could she then engage in research, leaving her little time to rest. Similarly, T11 saw herself as a translation tool, and other participants (T2, T6) noted that this image was also recognized by collaborators working in other disciplines. This suggests that LOTE teachers may not have their own research areas, which does not align with the government’s and University A’s concern for teachers’ research capabilities.
This group of teachers were obedient performers rather than designers of educational policies [
4]. Given their enthusiasm and commitment to their work, they were able to stay in their profession under the current situational demands as well as being able to adapt to new ones. However, they did not have a clear idea as to what were their essential tasks, suggesting that they followed situational demands blindly without consideration of the value of each task assigned to them.
As for their prospects, these drifting followers felt they were unable to change their current situations characterized by burdensome tasks and duties, thus they had few expectations for their future progression.
I am tired of the boring and burdensome work, but I cannot change it. I also have no time to plan for the future. Particularly, I think I cannot easily achieve a position in universities any longer.
(T10)
Given the fierce competition for jobs, these teachers agreed with T10, and they believed that they had to be tolerant of their university’s demands and felt helpless, which made the situation worse.
For these drifting followers, their professional identity was not consistent with their situational demands. Their self-image and self-esteem were in direct opposition to the situational demands and their job motivation conformed to the situational demands; however, they seemed to be uncertain about their core responsibilities. Consequently, the connection between their professional identity and their situational demands was so complex that they fell back on mere compliance, responding obediently and indifferently to current educational policies.
4.4. The Passive Executors
This category comprised four female lecturers, one with a PhD and three with MA degrees, who had worked for 16 years on average. These passive executors were doubtful about the situational demands, and specifically, were suspicious of those demands from the university. They thought the administrators of the university made unreasonable and idealistic expectations and demands. They presented a perception that LOTE teachers were expected to assume excessive responsibilities and duties, including teaching, research, and social services, as well as undertaking tasks such as foreign affairs and student management that English teachers did not have to (T14, T15). These burdensome tasks not only left them exhausted but also negatively impacted their work performance (T5, T7).
I am the only teacher in my department, I have to provide various kinds of courses, such as Reading, Writing, Literature and Translation. Therefore, I am always in class, or on my way to class.
(T7)
In their teaching, they had to assume responsibility for multiple courses regardless of their educational experiences, driven by the shortage of LOTE teachers [
16,
30]. Although they perceived teaching as their core responsibility, the effectiveness and quality of their teaching could hardly be guaranteed under such conditions.
Despite an increasing emphasis on research and social services from the government and their university, teaching was still regarded as the most important motivation by some teachers (e.g., T14, T15). They were not happy that research and social services were receiving so much attention, and they perceived that this made little sense and only exacerbated their workload and pressure.
I doubt the reasonability of the research-oriented policy in my university. I am worried that the effect of teaching is influenced by great pressures brought by research, especially the professional title promotion. So I hate research, but I have to do it. How ridiculous it is!
(T14)
In addition, it was a significant challenge for LOTE teachers to obtain research funding for a provincial or ministerial project within three years, as required by their university (T14). According to relevant institutional evaluation documents, teachers who failed in their assessment would have their allowance reduced and receive less support in terms of project applications and conference funds, ultimately influencing their professional title promotion.
Policy demands for universities to attach great importance to the assessment of teachers’ social services [
31] exacerbated matters. In fact, some kinds of social services may not be directly associated with teaching or research, and LOTE teachers found themselves struggling to achieve the tasks allocated to University A by the government (e.g., T5, T7). These teachers expressed their hope that they would be able to focus on their teaching in the future, rather than research or social services, and not have to consider other redundant tasks they were asked to complete. For them, current educational policies did not take LOTE teachers’ characteristics into consideration, resulting in constraints on LOTE teacher development. Consequently, they paid lip service to the policies, and implemented them only passively.
These passive executors expressed more negative emotions than other groups. A negative relationship was evident between their professional identity and the situational demands, which was mainly embodied in conflicts related to the status of teaching, research, and social services, in terms of their job motivation and core responsibilities. Ultimately, this caused a series of negative emotions such as doubt, worry, and dissatisfaction.
5. Discussion
This study examined educational policies under the ‘Belt and Road’ initiative from the perspective of teachers, further deepening the understanding of the social-psychological approach to research on educational policies. As shown in the findings, the four types of LOTE teachers’ identities involved diverse and complex emotions. For example, the enthusiastic accommodators were full of enthusiasm and aspiration, while the lonely fighters experienced passion, loss, and loneliness. The findings also indicated the emergence of more negative emotions such as the indifference of the drifting followers and the doubt, worry, and even dissatisfaction of the passive executors. The emotions of the enthusiastic accommodators, the drifting followers, and the passive executors verify the rationale of the social-psychological approach [
7]. Further, the complex emotions of the lonely fighters offer a new understanding of this approach; influenced by the interaction of personal factors and environmental factors [
21], a positive relationship between teachers’ professional identity and their situational demands may nevertheless create negative emotions. In other words, the social-psychological approach in this study seems to overlook the influence of teachers’ capabilities and institutional support on their emotions.
The findings show that some demographic factors are related to LOTE teachers’ emotions. Similar to findings by Hargreaves [
32], it was found that age and years of teaching tend to have a negative relationship with LOTE teachers’ emotional reactions to reforms. In this study, the average age of the four categories of LOTE teachers increased as more negative emotions emerged. The length of their average teaching experience showed a similar trend; early-career LOTE teachers are likely to be more enthusiastic and active than those in their later careers, a result that may be related to individual physical and mental conditions [
32]. Other demographic factors, such as sex, qualification level, and professional title, did not exert a clear impact on LOTE teachers’ emotions, and it is therefore suggested that more personal factors (e.g., personal capabilities, age, years of teaching) and environmental factors (e.g., institutional support) should be included in social-psychological research to fully understand teacher emotions.
In general, this study further validates the close relationship between teachers’ professional identity and their emotions, which is in line with previous findings [
6,
9], especially in the context of educational reforms [
4,
11]. Although a longitudinal investigation of the participants’ professional identities in this study was not conducted, it may be predicted that their professional identities will evolve and be reshaped as time goes on or situational demands change [
7,
21]. For instance, T3 and T8 reported that they were originally enthusiastic accommodators but had become lonely fighters over time. Further exploration of the influence of situational demands on LOTE teachers’ professional identity is intended in future research.
This study has some implications for the promotion of LOTE teaching. Despite their diverse emotions and professional identities, all participants held the view that teaching is crucial. However, a shortage of LOTE teachers [
16,
30] and teaching resources (e.g., textbooks) were seen as significant obstacles to effective LOTE teaching. First, for university administrators, recruiting more LOTE teachers should be high on the agenda. This problem can be solved by creating special teaching positions that allow for a focus on LOTE teachers’ teaching capabilities rather than on their research capabilities. Cooperation with relevant universities to cultivate candidates for LOTE teaching would also be a good strategy. Second, LOTE teachers themselves should establish professional learning communities [
33] or seek support from their universities to enable the exchange of teaching experiences and skills as well as teaching resources. For instance, utilising online courses as a teaching strategy may save LOTE teachers’ time in terms of lesson preparation, and communication with other teachers can be a source of inspiration for the compilation of textbooks.
In addition, the present study found that all the participants encountered significant stress when faced with situational demands, particularly the demands made by University A. This finding is in contrast with previous studies on English teachers’ emotional experiences during policy implementation [
9,
21], which may be related to the fact that the demands imposed on LOTE teachers are not matched by the support they receive from the university. In practice, LOTE teachers in this study seldom participated in the initial design of reforms [
7] or made their own independent work-related decisions; rather, they acted merely as implementers of orders from higher levels (e.g., the Ministry of Education, administrators, experts). Clearly, this situation impedes LOTE teacher development and is consistent with previous studies, which found that teachers are expected to assume increasing responsibilities and roles but receive little attention and support [
34]. This contradictory situation is rooted in the top-down mechanism for educational policy-making and implementation in China, as well as a technical-managerial perspective [
35] that exerts a negative influence on teachers’ self-esteem because of poor autonomy and heavy accountability [
7]. These two factors contribute to insufficient support for LOTE teachers, further influencing these teachers’ emotions and professional identities.
LOTE teachers are entitled to participate in educational policy-making, and their opinions as well as their feelings [
7,
9] should be considered during the process of policy-making and implementation. In particular, university administrators should develop a clear definition of the responsibilities and roles of LOTE teachers and provide sufficient support for their development.
6. Conclusions
In conclusion, this study has explored the emotional responses and professional identities of a group of Chinese LOTE teachers within the wider context of the ‘Belt and Road’ initiative. Analysis of interview data and policy texts suggests that these LOTE teachers perceive tremendous pressure from current educational policies, experience diverse emotional responses, and construct different professional identities. Informed by the social-psychological framework, this study examines the interactions between professional identity, situational demands, and emotional responses, revealing the fact that LOTE teachers have to assume excessive tasks with insufficient support [
36]. It is suggested that this problem results from the absence of LOTE teachers’ participation in educational policy-making, as well as the technical-managerial perspective adopted by the university, and argued more generally that LOTE teachers deserve more attention and support from their institutions.
This study has a number of limitations. Firstly, it was conducted with a group of LOTE teachers in a Chinese university, and the findings and implications may not be the same for LOTE teachers in other contexts. Secondly, longitudinal studies involving the same participants would be useful, and it could be helpful in making a comparison of LOTE teachers’ emotions and professional identities between different levels of universities so as to achieve a deeper understanding of the professional situation of LOTE teachers.
Despite these limitations, the study has provided insights into and implications for LOTE teacher development and educational policies under the ‘Belt and Road’ initiative. On the one hand, university administrators should form more practical and reasonable expectations and requirements for LOTE teachers to relieve their stress. On the other hand, the voices of LOTE teachers should be appropriated into the process of educational policy-making, and more support should be provided by the government and institutions to help LOTE teachers develop positive emotions and identities. It is further suggested that future studies should focus on how to make positive use of the social-psychological perspective in terms of teacher development in the global multilingual educational context.